EXENCIAL WEALTH ADVISORS, LLC Q4 2025 Filing

Filed January 30, 2026

Portfolio Value

$3.2B

Holdings

541

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (541 positions)

StockValue
RTXRTX CORPORATION
$2.4M
XLKSELECT SECTOR SPDR TR
$2.4M
BACBANK AMERICA CORP
$2.4M
AMATAPPLIED MATLS INC
$2.4M
ENBENBRIDGE INC
$2.3M
IBMINTERNATIONAL BUSINESS MACHS
$2.3M
XCEMCOLUMBIA ETF TR II
$2.3M
HBC2HSBC HLDGS PLC
$2.3M
NFLXNETFLIX INC
$2.2M
INGING GROEP N.V.
$2.2M
QUALISHARES TR
$2.2M
SCHYSCHWAB STRATEGIC TR
$2.2M
SEIVSEI EXCHANGE TRADED FUNDS
$2.1M
SEIMSEI EXCHANGE TRADED FUNDS
$2.1M
VEUVANGUARD INTL EQUITY INDEX F
$2.1M
MCHPMICROCHIP TECHNOLOGY INC.
$2.1M
KDPKEURIG DR PEPPER INC
$2.1M
DEDEERE & CO
$2.0M
LHLABCORP HOLDINGS INC
$2.0M
HLNHALEON PLC
$2.0M
PFEPFIZER INC
$2.0M
HDHOME DEPOT INC
$2.0M
ALCALCON AG
$2.0M
UPSUNITED PARCEL SERVICE INC
$2.0M
FCNFTI CONSULTING INC
$2.0M
SPYMSPDR SERIES TRUST
$1.9M
COPCONOCOPHILLIPS
$1.9M
VTIPVANGUARD MALVERN FDS
$1.9M
DFIPDIMENSIONAL ETF TRUST
$1.9M
DFASDIMENSIONAL ETF TRUST
$1.8M
FDXFEDEX CORP
$1.8M
WFCWELLS FARGO CO NEW
$1.8M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$1.8M
MEOHMETHANEX CORP
$1.8M
DGROISHARES TR
$1.8M
HDBHDFC BANK LTD
$1.8M
VRSNVERISIGN INC
$1.8M
REETISHARES TR
$1.8M
CITHE CIGNA GROUP
$1.7M
LULULULULEMON ATHLETICA INC
$1.7M
SCHASCHWAB STRATEGIC TR
$1.7M
HUMHUMANA INC
$1.6M
DUKDUKE ENERGY CORP NEW
$1.6M
SPHYSPDR SERIES TRUST
$1.6M
USBUS BANCORP DEL
$1.6M
RTORENTOKIL INITIAL PLC
$1.6M
ETENERGY TRANSFER L P
$1.6M
NVONOVO-NORDISK A S
$1.6M
MOALTRIA GROUP INC
$1.6M
TAT&T INC
$1.5M
PANWPALO ALTO NETWORKS INC
$1.5M
SHWSHERWIN WILLIAMS CO
$1.5M
EXASEXACT SCIENCES CORP
$1.4M
PWRQUANTA SVCS INC
$1.4M
IWDISHARES TR
$1.4M
CPCANADIAN PACIFIC KANSAS CITY
$1.4M
MPLXMPLX LP
$1.4M
IWNISHARES TR
$1.4M
TSTENARIS S A
$1.4M
GSGOLDMAN SACHS GROUP INC
$1.3M
TXNTEXAS INSTRS INC
$1.3M
USRTISHARES TR
$1.3M
CBOECBOE GLOBAL MKTS INC
$1.3M
IJRISHARES TR
$1.3M
AMTAMERICAN TOWER CORP NEW
$1.3M
VVVANGUARD INDEX FDS
$1.2M
EFAISHARES TR
$1.2M
CTRACOTERRA ENERGY INC
$1.2M
MRGRPROSHARES TR
$1.2M
HYDVANECK ETF TRUST
$1.2M
CAHCARDINAL HEALTH INC
$1.2M
GEVGE VERNOVA INC
$1.2M
NTRNUTRIEN LTD
$1.2M
BMYBRISTOL-MYERS SQUIBB CO
$1.1M
STOTSSGA ACTIVE TR
$1.1M
EWHISHARES INC
$1.1M
GEGE AEROSPACE
$1.1M
GPNGLOBAL PMTS INC
$1.1M
AFLAFLAC INC
$1.1M
ADIANALOG DEVICES INC
$1.1M
NEENEXTERA ENERGY INC
$1.1M
XLISELECT SECTOR SPDR TR
$1.1M
GLPIGAMING & LEISURE PPTYS INC
$1.1M
INTCINTEL CORP
$1.1M
CLCOLGATE PALMOLIVE CO
$1.1M
SPDWSPDR INDEX SHS FDS
$1.0M
8CWCROWN CASTLE INC
$1.0M
SEIQSEI EXCHANGE TRADED FUNDS
$1.0M
ITWILLINOIS TOOL WKS INC
$1.0M
UBERUBER TECHNOLOGIES INC
$1.0M
DFAUDIMENSIONAL ETF TRUST
$1.0M
SPYGSPDR SERIES TRUST
$991K
GSEWGOLDMAN SACHS ETF TR
$988K
VRSKVERISK ANALYTICS INC
$988K
ROSTROSS STORES INC
$982K
OGSONE GAS INC
$979K
VWOBVANGUARD WHITEHALL FDS
$978K
4I1PHILIP MORRIS INTL INC
$974K
AMDADVANCED MICRO DEVICES INC
$966K
IBOCINTERNATIONAL BANCSHARES COR
$962K
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